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- From the Toolbar, click Inventory.
- From the Inventory menu, select Sales Orders.
- From the Sales Orders menu, select Add Sales Orders.
- From the Add New Sales Orders window, type a Y in the Choose Default field.
- In the Pickup/Delivery box, type P for pickup or D for delivery. An entry P will apply state/county taxes from pickup location. An entry of D will apply the state/county taxes associated with the customer Name ID.
- In the Ship To Name ID field, click Lookup or press Enter, and select the name ID of the customer for whom the sales order is being created and click Select.
- In the Default Order # field, type the sales order number to be used as the default and click OK, or to search for the sales order click Lookup or press Enter. If the Lookup Button is used to locate the sales order number to default from, clicking select will take you to the next window.
- In the Order Number and Line Number windows add information to define your search or leave blank, then Click OK.
- Use Click Next/Back to scroll through sales orders until until you find the sales you want to edit. Click Select when you find the correct order, then choose Selectone.
- In the Default From Sales Order pop up window, answer the following questions then click OK:
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